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Vertex Pharmaceuticals Incorporated

VRTX Healthcare
$450.46 +$5.53 (1.24%)
Market Cap: $114.33 B
Gurus Holding
8
Popularity Rank
#941
% of Shares Held
0.37%
Net Activity (Q1 2026)
-$138.64 M

Guru Ownership Trend

Guru Analysis for Vertex Pharmaceuticals Incorporated (VRTX)

Vertex Pharmaceuticals Incorporated (VRTX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $424.74 M.

Top institutional holders include Renaissance Technologies (RenTech) and Manning & Napier Group.

Institutional sentiment is currently Bearish. This is evidenced by a $138.64 M net outflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 23.6%. Conversely, Ray Dalio reduced exposure by 51.4%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$15.38 M
Total Buy Value
New Buys 0
Additions 3
-$154.02 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for Vertex Pharmaceuticals Incorporated (VRTX)

Major holders include Renaissance Technologies (RenTech) ($188.3 M), Manning & Napier Group ($98.5 M), Cliff Asness ($76.03 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 942,907 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $138.64 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited VRTX. The total reported sell value was $154.02 M.

Yes, 0 managers opened new positions in VRTX, and 3 increased their existing holdings. The total reported buy value was $15.38 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.29% Reduce -16.5% 421,688 $188.3 M Q1 2026
1.39% Reduce -48.4% 220,589 $98.5 M Q1 2026
0.03% Add 19.1% 171,031 $76.03 M Q1 2026
1.43% Add 3.2% 40,387 $18.03 M Q1 2026
0.00% Add 23.6% 31,158 $13.91 M Q1 2026
0.07% Reduce -24.1% 23,810 $10.63 M Q1 2026
0.03% Reduce -2.9% 20,887 $9.33 M Q1 2026
0.03% Reduce -51.4% 13,357 $5.96 M Q1 2026
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